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ZLC FINANCIAL: Account Executive, Group Insurance


This is a Contract position in Montreal, QC posted February 19, 2021.

Company: ZLC Financial Ltd.

is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts and corporations.

Established in 1946, ZLC Financial has formed a team of dedicated, proud professionals committed to the success of our clients.

Job Summary: We are looking for an Account Executive to join our Employee Benefits Division.

You’re an experienced professional looking to join a team of dynamic coworkers and collaborators.

In this role, you will be responsible for plan review and market surveys, new group plan implementation, annual renewal and plan modification negotiations, employee meetings, special projects and client services.

You are a positive, well organized, proactive team player who enjoys a fast-paced and challenging environment.

Job type:Full-time positionJob hours: Thirty-five (35) hours per week, seven (7) hours per day, Monday – FridayLocation:Vancouver, BCStart Date:As soon as possiblePosting and Closing Date:February 9th, 2021 – Open until filledKey Responsibilities:Plan Reviews: reviews current employee benefit plans and prospect plans, analyzes plan designs and prepares client reports (including plan design alternatives)Market Surveys: gathers employee census information, prepares and sends market surveys, compiles data and develops reports for clients with survey results and recommendationsNew Group Plan Implementation: secures historical data from providers, prepares and reviews new plan documents, submits documents for processing, collaborates with plan administrators and assists with online trainingAnnual Renewal and Plan Modification Negotiations: liaises with respective insurers to conduct financial review of client renewals, plan modifications and negotiations, in partnership with AdvisorsNew Administrator (Procedure Review): meets new plan administrator and provides the appropriate training tools and contact details applicableSpecial Projects: assists in preparation of unique reports, assembles client statistics, provides marketing support, attends promotional events, organizes insurer updates and internal tools, in partnership with AdvisorsClient Services: supports administrative contract and claim inquiries, generates client letters, liaises with insurance carriers, maintains current client records and assists with work overloads during absences, vacations, etc.Qualifications and Competencies:Minimum 5 years’ experience in similar roleMust possess LLQP Life Insurance license (or willing to obtain within 6 months of start date)CEBS courses an assetStrong group benefit and insurance background (preferably in a brokerage or consulting environment)Excellent organizational, problem-solving, communication and time management skillsAdvanced skills in Microsoft OfficeAdditional Information: ZLC Financial is not your typical financial services firm.

Life here is both fun and fulfilling.

We invest in initiatives to create an enjoyable and healthy workplace for our team.

From extended health care to regular social events, we support who you are both inside and outside of the office and ensure that our team feels inspired to work hard and lead a healthy, balanced life.We invite qualified candidates to submit a resume, cover letter and salary expectations to note, only short-listed candidates will be contacted, and we thank you for your application.

No phone calls or recruiter solicitations please.ZLC Financial is committed to fostering an inclusive working environment and we encourage members of designated groups to apply.

We are committed to creating a barrier-free recruitment and selection process and if you require an accommodation throughout this procedure, please contact the HR Department at ZLC Financial ( Considerations:Please note, due to the current COVID-19 restrictions, ZLC Financial has implemented a remote work protocol for all our employees.

This role will be a blend of in-office and remote work environments and the office has active COVID-19 protocols to ensure the health and safety of all our employees